Estate Planning Tax Strategies for Service Business Owners
Compare estate planning tax strategies for service business owners: gifting, GRAT, IDGT, ILIT, FLPs and step-up in basis, with timing and trade-offs.
November 7, 2026
Taxes
What the tax hit looks like and how to reduce it
What Documents Should I Keep and for How Long in 2026
Find out what documents should I keep and for how long, with a retention chart for tax, payroll, contracts, injury logs and estate papers.
October 25, 2026
Tax Attorney vs CPA for Business Exits and Succession
Tax attorney vs CPA explained for owners planning an exit or succession. See who handles what, where they overlap, what it costs, and which to hire first.
October 8, 2026
Business Tax Planning Strategies: A 2026 Guide for Owners
Explore business tax planning strategies for small and mid-sized owners preparing for succession or sale, with trade examples and expert guidance.
October 1, 2026
Business Sale Capital Gains Tax: A Plain-English Guide
Understand business sale capital gains tax before you sell. Learn short vs long-term rates, asset vs stock sales, and planning strategies to keep more proceeds.
September 30, 2026
What Is Capital Gains Tax: A Plain-English Guide for Owners
Learn what is capital gains tax, how short- and long-term rates work, and how the rules apply when you sell a business. Clear guidance
September 22, 2026
Tax Planning for Business Owners: The Exit-Ready Roadmap
Tax planning for business owners preparing to sell or transition. Learn timelines, entity strategy, and how to keep more of your exit proceeds.
August 4, 2026
Tax Planning for Business: A Practical Guide for Owners
Action-oriented tax planning for business owners, covering entity choice, depreciation, exits, and pitfalls, with guidance on when to engage a specialist.
July 24, 2026
Corporate Tax Planning Services: An Owner's Guide
Discover what corporate tax planning services cover and why they're critical for your exit. Learn key strategies to maximize your after-tax proceeds.
July 22, 2026
Small Business Tax Planning: Maximize After-Tax Proceeds
Strategize your small business tax planning before a sale. Discover 2026 insights on entity choice, capital gains, & recordkeeping to maximize after-tax
July 11, 2026
How to Minimize Taxes When Selling Your Business (2026 Guide)
Every tax strategy for selling your business in 2026: asset vs. stock sale, installment sales, ESOP 1042, QOZ, CRT, QSBS, and the bonus depreciation trap.
July 9, 2026
Giving Your Business to an Employee: What the IRS Will Tell You
Think you can hand your business to an employee tax-free? The IRS treats these transfers as compensation, not gifts. Here's what actually happens.
July 9, 2026
How to Transfer Your Business to a Key Employee (Tax-Smart Options)
Want to pass your business to a trusted employee? Here are the structures that work, what each costs in taxes, and why you need more than a CPA to get it right.
July 9, 2026
What is an installment sale when selling a business?
An installment sale spreads your tax bill over multiple years instead of hitting you all at once. Here's how it works and when it makes sense.
May 6, 2026
Asset sale vs. stock sale: what's the difference?
Asset sales and stock sales are taxed differently. Learn which structure buyers prefer, which benefits you as the seller, and what depreciation recapture costs.
May 5, 2026
How much tax do you pay when you sell your business?
The tax hit on selling a business is real, but there are ways to reduce it. Here's what to expect on capital gains, deal structure, and when to call your CPA.
March 28, 2026